Why You Need a Power of Attorney and Medical Directive
Can you make health-care or financial decisions on your spouse’s behalf if your spouse is unconscious? Learn why you need a Power of Attorney and Medical Directive in this week’s Financial Tip.
Working While Claiming Early Benefits
While you can take Social Security benefits early at 62, you are limited on what you can earn without reducing benefits. Read the Artice in Today’s Marietta Daily Journal
Corporate-Owned Life Insurance (COLI)
A COLI is commonly used as an informal funding vehicle for nonqualified deferred compensation (NQDC) plans. Read all about it in this week’s Business Tip.
Life Insurance Needs: Capital Liquidation Approach
The capital liquidation approach for life insurance allows you to spend less to cover your family’s ongoing income needs. Learn more in this Insurance Tip.
Ted Parrish on the Road to Success, from the Hardwood to the Boardroom
The Kennesaw State Owls Athletics interviewed former men’s basketball star and current Henssler Principal Ted Parrish, CFA. In the interview, Ted discusses how the relationships he developed as a student athlete helped prepare him for his life outside of the gym. Read the interview.
Are disability insurance payments taxable?
The taxable nature of disability benefits depends on if premiums were paid with pretax dollars and who paid them. Read more in this Tax Tip.
Converting Savings to Retirement Income
Your retirement lifestyle will depend on your investment choices and how quickly you draw down your retirement portfolio. Learn more in this Financial Tip.
529 plans owned by grandparents may hurt students
Bil Lako, CFP® shares why grandparents should transfer ownership of a 529 plan to the parents. Read why in today’ Marietta Daily Journal.
Patient Protection and Affordable Care Act – Large Employer Mandatory Health Coverage
Beginning in 2015, large employers will be required to offer health coverage for all full-time employees. Learn more in this Business Tip.
Life Insurance Needs: Rules of Thumb
There are some general guidelines that you can use to calculate a basic amount of insurance coverage for yourself. Learn these “Rules of Thumb” in this Insurance Tip.